UGI
522 hedge funds and large institutions have $6.04B invested in UGI in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 193 increasing their positions, 178 reducing their positions, and 59 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
3% less funds holding
Funds holding: 538 → 522 (-16)
7% less capital invested
Capital invested by funds: $6.5B → $6.04B (-$457M)
10% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 59
Holders
522
Holding in Top 10
2
Calls
$8.04M
Puts
$2.48M
Top Buyers
| 1 | +$40M | |
| 2 | +$20.4M | |
| 3 | +$19M | |
| 4 |
Amundi
Paris,
France
|
+$17.6M |
| 5 |
Millennium Management
New York
|
+$16.8M |
Top Sellers
| 1 | -$73.8M | |
| 2 | -$45.1M | |
| 3 | -$37.8M | |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$30.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$30M |